See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,953 | $72,177-30.8% | $115,037-56.6% | $59,632-16.2% |
| Participation rate | 78.6% | 72.6%+6.0pp | 81.4%-2.8pp | 68.7%+9.9pp |
| Annual return | 0.57% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,361 | $2,841+18.3% | $4,608-27.1% | $2,203+52.6% |
| Participant deferral / active EE | $6,940 | $4,783+45.1% | $6,026+15.2% | $3,192+117.5% |
| Admin fee / account holder | $1,157 | $4,927-76.5% | $8,175-85.8% | $4,297-73.1% |